Seacoast National Bank
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Seacoast National Bank Employees
BNY Mellon Wealth Management November 2014 - Present
Seacoast National Bank 2013 - November 2014
Northern Trust 2010 - 2013
Merrill Lynch 2004 - 2010
Bank of America 2000 - 2004
Skills
Financial Services, Sales, Investment Management, Securities, Wealth, Wealth Management, Investments, Wealth Management..., Private Banking, Certified Financial..., Asset Management, High Net Worth..., Finance, Small Business, Portfolio Management
Education
University of North Texas 1984 — 1988
Bachelor of Arts (B.A.), Interpersonal Communication and Public Address
Popular Community Bank January 2011 - December 2014
Seacoast National Bank March 2010 - January 2011
Metavante Banking Solutions (Kirchman Corporation) November 2003 - October 2009
First Commonwealth Bank April 1998 - November 2003
Ameriserv Financial (US National Bank/Johnstown Savings Bank) January 1994 - April 1998
Skills
Banking, Management, Training, Instructor-led Training, Process Improvement, Vendor Management, Software Documentation, Business Analysis, Instructional Design, Team Building, Internet Banking, Technical Writing, Sales, Facilitators, Retail Banking, Facilitation, Creative Arts, Artistic Abilities, Learning Management..., Certified Instructor, WebEx, Job Coaching, Mentoring, Financial Services, Credit, Leadership
Education
University of Pittsburgh
Greater Johnstown Vocational Technical School
Richland High School
Demon Eagle Productions January 2015 - Present
Red Deacon Properties April 2014 - Present
SouthCrest Financial Group July 2013 - Present
Seacoast National Bank 2010 - July 2013
Seacoast National Bank 2006 - 2010
Fifth Third Bank 2006 - 2006
Union Bank of Florida now BB&T 2002 - 2006
Wachovia Bank now Wells Fargo 2001 - 2001
Swerdlow Real Estate Group December 1997 - January 2000
Barnett Bank/ NationsBank/ Bank of America 1990 - 2000
Skills
Commercial Lending, Loans, Credit, Banking, Commercial Banking, Finance, Risk Management, Consumer Lending, Commercial Mortgages, Small Business Lending, Financial Risk, Mortgage Lending, Credit Analysis, Leadership, Financial Services, Retail Banking, Real Estate, Real Estate Lending, Capital Markets, Business Strategy, Executive Management, Community Banking, Loan Origination, Asset Based Lending, Lines Of Credit, C&I Lending, Portfolio Management, Asset Management, Treasury Management, Investments, Relationship Management, Financial Structuring, Cash Management, Private Banking, Wealth Management, Due Diligence, Team Building, Credit Risk, Team Leadership, Underwriting, Thought Leadership, Valuation, Strategic Leadership, Organizational..., Stewardship, Strategic Visionary, Creative Writing, Film Production, Screenwriting, Feature Films
Education
Wake Forest University School of Business 1984 — 1986
Bachelor's of Science, Accountancy
University of Miami 1984 — 1985
Wake Forest University 1982 — 1984
Windham High School - Connecticut 1978 — 1982
Horace Porter School - Connecticut
Seacoast National Bank May 2007 - December 2009
Grand Bank & Trust of Florida 2002 - 2007
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1982 — 1983
MBA, Finance and Accounting
University of Pennsylvania 1977 — 1981
Bachelor of Arts, Economics and Urban Planning
Brookdale Senior Living October 2014 - Present
First GREEN Bank April 2014 - July 2014
Prospect Mortgage, LLC June 2013 - February 2014
Seacoast National Bank June 2012 - June 2013
The Mascia Law Firm July 2011 - June 2012
University of Phoenix March 2008 - March 2011
Countrywide Home Loans July 2007 - March 2008
PMC Lending January 2003 - July 2007
Kln Kut, Inc. dba SideBurns September 2001 - December 2003
Skills
Training, Leadership, Recruiting, Mortgage Banking, Customer Service, Sales, Coaching, Salesforce.com, Higher Education, Staff Development, Microsoft Office, Microsoft Excel, Team Building, Insurance, Budgets, Human Resources, Loans, Management, Outlook, Public Speaking, Account Management, Employee Relations, Time Management, Microsoft Word, Mortgage Lending, Team Leadership, Program Management, Marketing Strategy, Customer Retention, Strategic Planning, Leadership Development, Analysis, Customer Satisfaction, Marketing, Call Centers, Process Improvement, Business Development, Enrollment Management, Banking, Negotiation
Education
University of Phoenix 2008 — 2010
Bachelors, Business Management
Wells Fargo Practice Finance April 2015 - Present
Wells Fargo March 2012 - Present
Seacoast National Bank October 2011 - March 2012
Seacoast National Bank October 2009 - October 2011
Skills
Commercial Credit..., Analyzing Term Loans,..., Microsoft Office, Microsoft Word, Baker Hill, Moody's Risk Analyst, Finpack, Commercial Lending, Financial Statement..., Microsoft Excel, Financial Risk, Financial Analysis, Credit, Credit Risk, Commercial Banking, Banking, Credit Analysis, Risk Management, Portfolio Management, Real Estate Lending, Cash Flow, Cash Flow Lending, Loans, Lines Of Credit, Consumer Lending, Asset Based Lending, Underwriting, Small Business Lending
Education
North Georgia College and State University 2000 — 2005
Bachelor of Business Administration (BBA), Accounting
Florida Community Bank June 2014 - Present
Seacoast National Bank October 2013 - May 2014
SunTrust Mortgage September 2006 - March 2011
Wamu 1985 - 2006
Skills
Mortgage Banking, FHA, Mortgage Lending, Refinance, Loan Origination, VA loans, Residential Mortgages, FHA financing, Loans, USDA, Credit, Banking, Construction Loans, Credit Analysis, Government Loans, First Time Home Buyers, Underwriting, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting
Education
University of South Florida - College of Business Administration
Bachelor's degree, Finance, General
Regions Financial Corporation April 2015 - Present
Accelerate. Moving You Forward, Faster! December 2012 - February 2015
Seacoast National Bank September 2011 - December 2012
Wells Fargo Bank March 2011 - September 2011
Wachovia Bank October 2004 - March 2010
Skills
Banking, Loans, Recruiting, Sales, Commercial Banking, Sales Management, Customer Service, Investments, Small Business Lending, Consumer Lending, Marketing Strategy, Commercial Lending, Treasury Management, Business Development, Mortgage Lending, Credit, Retail Banking, Finance, Management, Lines Of Credit, Credit Analysis, CRM, Small Business, Loan Origination, Relationship Management, Mortgage Banking, Commercial Mortgages, Portfolio Management, Asset Based Lending, Cash Management, Credit Risk, Underwriting, Refinance, Cross Selling, SBA, Treasury Services, Branch Management, Private Banking, Customer Retention, Leadership, Financial Analysis, Risk Management, Financial Services, Team Building, Marketing, Financial Risk, Analysis, Wealth Management, Coaching
Education
University of Phoenix 2009 — 2011
Hospitality Management, Hospitality and Tourism
U.S. Trust March 2013 - Present
J.P. Morgan December 2010 - March 2013
BNY Mellon October 2008 - December 2010
Seacoast National Bank 2003 - 2008
AssetMark Investment Services 1996 - 2002
Synovus Trust Company 1995 - 1996
First Union Capital Management Group 1991 - 1996
Smith Barney, Harris Upham & Company, Inc. 1986 - 1991
Skills
Wealth Management, Private Banking, Portfolio Management, Alternative Investments, Registered Investment..., Management, Investment Strategies
Education
University of North Carolina at Chapel Hill 1982 — 1986
BA, Economics / Finance
Florida State Gov March 2015 - Present
East West Bank April 2009 - Present
Seacoast National Bank October 2012 - 2014
Kaiser Permanente IT July 2010 - March 2012
PG&E Corporation November 2007 - November 2009
Allianz Hedge Fund Partners 2002 - 2007
Education
University of Phoenix
Bachelors, Business Admin
Seacoast Bank May 2012 - Present
Urban Trust Bank September 2010 - May 2012
Seacoast National Bank February 2008 - September 2010
First Horizon National Corporation September 2003 - September 2007
SouthTrust Bank August 2000 - September 2003
SouthTrust Bank July 1998 - August 2000
Skills
Loans, Credit, Commercial Banking, Credit Risk, Commercial Mortgages, Commercial Lending, Portfolio Management, Credit Analysis, Loan Origination, Consumer Lending, Mortgage Lending, Small Business Lending, Asset Based Lending, Underwriting, Treasury Management
Education
University of North Florida 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance